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Invesco S&P 500 Quality ETF
SPHQ

Overview Fund Activity

314 hedge funds and large institutions have $2.36B invested in Invesco S&P 500 Quality ETF in 2022 Q1 according to their latest regulatory filings, with 46 funds opening new positions, 121 increasing their positions, 81 reducing their positions, and 38 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
314
Holders Change
+2
Holders Change %
+0.64%
% of All Funds
4.97%
Holding in Top 10
14
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-6.67%
% of All Funds
0.22%
New
46
Increased
121
Reduced
81
Closed
38
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
MFG
1
Merit Financial Group
Georgia
$126M
2
Fifth Third Bancorp
2
Fifth Third Bancorp
Ohio
$98.6M
3
MCM
3
Mainstay Capital Management
Michigan
$98.9M
4
Bank of America
4
Bank of America
North Carolina
$249M
5
BCI
5
Brinker Capital Investments
Pennsylvania
$40.1M

Top Sellers

1
FSA
1
Financial Services Advisory
Maryland
$0
2
Wells Fargo
2
Wells Fargo
California
$26.2M
3
BPWM
3
Badgley Phelps Wealth Managers
Washington
$0
4
GVAG
4
Great Valley Advisor Group
Delaware
$0
5
WA
5
Win Advisors
Florida
$9.74M
Name Holding Trade Value Shares
Change 		Shares
Change %
AWM
326
Aries Wealth Management
Maine
– -$2.59M -48,742 Closed
CF
327
Clarity Financial
Texas
– -$2.21M -41,542 Closed
GB
328
Gunma Bank
Japan
– -$2.13M -40,000 Closed
HF
329
HRT Financial
New York
– -$1.72M -32,262 Closed
JWM
330
Jackson Wealth Management
Florida
– -$502K -9,432 Closed
AIM
331
Axiom Investment Management
New York
– -$396K -7,435 Closed
DCM
332
Donaldson Capital Management
Indiana
– -$362K -6,800 Closed
YIH
333
Y-Intercept (HK)
Hong Kong
– -$235K -4,409 Closed
JWA
334
JFS Wealth Advisors
Pennsylvania
– -$219K -4,110 Closed
OAM
335
Oppenheimer Asset Management
New York
– -$216K -4,067 Closed
B
336
Bridgeworth
Alabama
– -$213K -4,008 Closed
HWM
337
HB Wealth Management
Georgia
– -$213K -4,000 Closed
AWA
338
Arkadios Wealth Advisors
Georgia
– -$206K -3,875 Closed
PWP
339
Principle Wealth Partners
Connecticut
– -$205K -3,857 Closed
RPCONE
340
Retirement Planning Company of New England
Rhode Island
– -$121K -2,289 Closed
RPCA
341
Running Point Capital Advisors
California
– -$93K -1,741 Closed
FFG
342
Ford Financial Group
California
– -$90 -1,700 Closed
TCM
343
TD Capital Management
Tennessee
– -$82K -1,542 Closed
MAM
344
Meeder Asset Management
Ohio
– -$77K -1,446 Closed
MTWM
345
Masso Torrence Wealth Management
New Jersey
– -$74K -1,384 Closed
CCP
346
Clarkston Capital Partners
Michigan
– -$41K -775 Closed
AF
347
Affiance Financial
Minnesota
– -$39K -740 Closed
TRCT
348
Tower Research Capital (TRC)
New York
– -$39K -727 Closed
TCWM
349
Total Clarity Wealth Management
Illinois
– -$34K -644 Closed
CA
350
CoreCap Advisors
Michigan
– -$23K -434 Closed
11 12 13
14
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